YorkBridge Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.29M | Hold |
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|
2022
Q3 | $3.03M | Hold |
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|
2022
Q2 | $3.15M | Hold |
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|
2022
Q1 | $3.81M | Hold |
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|
2021
Q4 | $4.05M | Hold |
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|
2021
Q3 | $3.82M | Hold |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $3.67M | Sell |
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|
2020
Q4 | $3.41M | Hold |
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|
2020
Q3 | $2.85M | Hold |
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|
2020
Q2 | $2.67M | Hold |
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|
2020
Q1 | $2.15M | Hold |
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|
2019
Q4 | $2.96M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.23M | Hold |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.05M | Hold |
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|
2018
Q3 | $1.25M | Hold |
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|
2018
Q2 | $1.2M | Hold |
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|
2018
Q1 | $1.17M | Hold |
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|
2017
Q4 | $1.16M | Sell |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $1.11M | Hold |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $995K | Buy |
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